Paul Francis Duval
Algemeen Directeur bij Genesis Wealth Advisors LLC
Profiel
Mr. Paul F.
Duval, Jr., is a President at Genesis Wealth Advisors LLC.
Mr. Duval has been with the firm since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1993.
In this role, he is responsible for leading the firm’s growth and managing several client relationships.
Mr. Duval uses his broad knowledge of investments and wealth management issues to create customized strategies for individual and institutional clients.
He also oversees the firm’s affiliated advisors and serves as the firm’s chief compliance officer.
Mr. Duval earned a BA in Chemistry from Holy Cross College and an MBA at Babson College.
He also earned his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College.
Mr. Duval is a member of the Financial Planning Association and the Greater Boston Chapter of the Society of Financial Service Professionals.
He prides himself on having fulfilled the Society’s continuing education requirements since 1992.
Actieve functies van Paul Francis Duval
Bedrijven | Functie | Begin |
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Genesis Wealth Advisors LLC
Genesis Wealth Advisors LLC Investment ManagersFinance Genesis Wealth Advisors LLC (Genesis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. Founded in 1993, Genesis offers wealth management services to individuals, high net-worth individuals, corporations and other business entities, charitable organizations, and retirement plans. | Algemeen Directeur | 01-06-2011 |
Opleiding van Paul Francis Duval
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Babson College | Masters Business Admin |
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Bedrijven in privébezit | 1 |
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Genesis Wealth Advisors LLC
Genesis Wealth Advisors LLC Investment ManagersFinance Genesis Wealth Advisors LLC (Genesis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Braintree, Massachusetts. Founded in 1993, Genesis offers wealth management services to individuals, high net-worth individuals, corporations and other business entities, charitable organizations, and retirement plans. | Finance |